Efficient Advisors’s iPath S&P MLP ETN IMLP Stock Holding History

Efficient Advisors’s Portfolio IMLP Stock Details IMLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-71,779	Closed	-$1.38M	–	53
2017 Q2	$1.38M	Buy	71,779 +4,501	+7%	+$89.4K	0.2%	36
2017 Q1	$1.41M	Sell	67,278 -608	-0.9%	-$12.8K	0.2%	37
2016 Q4	$1.4M	Buy	67,886 +2,776	+4%	+$54.7K	0.2%	36
2016 Q3	$1.31M	Sell	65,110 -97	-0.1%	-$1.95K	0.19%	41
2016 Q2	$1.3M	Sell	65,207 -6,327	-9%	-$118K	0.21%	43
2016 Q1	$1.19M	Buy	71,534 +11,781	+20%	+$184K	0.21%	40
2015 Q4	$1.1M	Buy	59,753 +8,516	+17%	+$169K	0.24%	27
2015 Q3	$1.02M	Buy	51,237 +5,029	+11%	+$120K	0.23%	28
2015 Q2	$1.24M	Buy	46,208 +3,043	+7%	+$88.8K	0.26%	27
2015 Q1	$1.24M	Buy	43,165 +10,871	+34%	+$316K	0.26%	27
2014 Q4	$968K	Buy	32,294 +3,275	+11%	+$104K	0.22%	26
2014 Q3	$1M	Buy	29,019 +169	+0.6%	+$5.75K	0.23%	22
2014 Q2	$979K	Buy	28,850 +1,665	+6%	+$52.8K	0.22%	21
2014 Q1	$808K	Buy	+27,185	New	+$799K	0.2%	20

Other funds holding IMLP

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

AIP

Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return

Efficient Advisors's IMLP Position: Q3 2017 in Review

Efficient Advisors sold out of iPath S&P MLP ETN (IMLP) in Q3 2017, closing a stake of 71,779 shares — an estimated $1.38M sold.

Efficient Advisors first reported a position in IMLP in Q1 2014 and held it in 14 quarters. The position peaked at $1.41M in Q1 2017. 14 funds tracked by Wall St. Rank hold IMLP as of Q3 2017.

Efficient Advisors reported no remaining iPath S&P MLP ETN position as of Q3 2017 after selling out during the quarter.
Efficient Advisors sold 71,779 iPath S&P MLP ETN shares in Q3 2017, an estimated $1.38M.
Efficient Advisors first reported a position in iPath S&P MLP ETN in Q1 2014 and held it in 14 quarters.
Efficient Advisors's iPath S&P MLP ETN position peaked at $1.41M in Q1 2017.
14 funds tracked by Wall St. Rank held iPath S&P MLP ETN as of Q3 2017.

Based on Efficient Advisors's 13F filing for Q3 2017, filed 16 Nov 2017.